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Custom pages and dashboards

Proto builds in-app pages and dashboards with charts, filters and KPIs, then checks them on screen before handing them over.

Proto guide 1 min read Article 10 of 14 in Building ERP•AI apps with Proto

On this page

  1. Example requests
  2. How Proto checks a page
  3. Versions

Building ERP•AI apps with Proto

  1. Building an app with Proto
  2. Tables
  3. Columns
  4. Views and layouts
  5. Forms and line items
  6. Navigation
  7. Records and bulk edits
  8. Generating sample data
  9. Importing data into a table
  10. Custom pages and dashboards
  11. Documents and templates
  12. Workflows
  13. Analytics
  14. Knowledge links

Example requests

  • “Build an operations dashboard for this app.”
  • “Turn this page into a queue-and-triage console.”
  • “Add a supplier scorecard page with filters for region and category.”
  • “Fix the chart that breaks when there is no data.”
Custom dashboard in the side preview panel
Custom dashboard in the side preview panel

How Proto checks a page

  • Previews the page and reviews how it looks.
  • Checks how it looks with no data, so it never shows blanks or errors.
  • Checks it at different screen widths.

Versions

Custom pages keep a version history. Ask Proto to revert: “Revert the dashboard to the previous version.”

Note: Report pages have been retired. For a saved report screen, ask Proto for a custom page.

PreviousImporting data into a table Next Documents and templates

Related articles

Navigation Proto organizes your app’s sidebar: which tables and pages appear, in which section and in what order.Undoing changes and change history Every change Proto makes can be traced and, in most cases, reversed.How Proto verifies its work Proto checks every change after making it, so a finished task means it actually worked.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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